IREN M A

1. srpna 2025

IREN M A

Mike Alfred

The contrarian investing philosophy

IREN
Bakkt
CIFR maybe from week 42?? / 2025
CLSK
OpenDoor from week 43 / 2025
ASST (@Strive) from week 43 / 2025

IREN Community | Financials

Valuation Summary

IREN GPU Tracker
https://iren.tools

Former co-founder BrightScope a Digital Assets Data

IREN (Iris Energy) – independent non-executive director

IREN

Bakkt Holdings (BKKT) – Member of the Board of Directors since September 2025; SEC Form 3 filed (holdings including stake via Alpine Fox LP)

More PrtScr The New Money: 2025-10-24

www.thenew.money/trend/mike-alfred

PrtScr The New Money 2025-11-26 morning

The New Money
www.thenew.money/trend/mike-alfred

But be careful!

Mike Alfred owns much more (especial traditional conservative) companies.

Take a look at Mr. Mike Alfred's portfolio according to 13F below.

Inspiration How to Search some info about for example MA:
One possibility:

Cíl: Rychlý, ověřitelný profil investora (regulace + exity + role)

Subjekt: "Mike Alfred" AND "Alpine Fox LP"

1) Regulace a fund filings (USA)

- Google/Bing:

site:sec.gov "Alpine Fox, LP" "Form D" | "CIK"

site:adviserinfo.sec.gov "Alpine Fox Capital, LLC" "summary"

site:sec.gov "Michael Alfred" "Form 3" | "Form 4"

- Kontrola agregátorů:

site:secdatabase.com "Alpine Fox, LP" | site:13f.info "Alpine Fox"

2) Korporátní role (boardy)

- Oficiální IR stránky cílových firem:

site:iren.com "Board of Directors" "Mike Alfred"

site:investors.bakkt.com (news + governance) "Mike Alfred"

3) Exity a předchozí firmy

- "BrightScope" AND ("acquired" OR "Strategic Insight" OR "ISS")

- "Digital Assets Data" AND ("acquired" OR "NYDIG")

4) Veřejná komunikace / rozhovory

- site:x.com OR site:twitter.com "mikealfred"

- "Mike Alfred" podcast OR interview ("Bitcoin mining valuation" | "IREN")

- site:finance.yahoo.com "Mike Alfred" "interview"

5) Zápis výsledků

- Zaznamenat: role/tituly, datované zdroje, CIK/CRD/CRD-ERA, klíčové citace.

- U všeho ukládat přímé odkazy + datum

https://duckduckgo.com/?origin=funnel_home_website&t=h_&q=Alpine+Fox+LP&ia=web

Form 13F requires managers to report holdings of Section 13(f) securities, defined by the 13F list, with a value of at least $100,000,000 ...

Although 13F offers valuable insights, the information may be outdated due to the 45-day reporting delay and may exclude certain positions such as short positions or options, bonds...

Form 13F
https://13f.info/form-d?q=Michael+Alfred

https://13f.info/form-d/0001955754-alpine-fox-lp

https://aum13f.com/fund/alpine-fox-lp

LinkedIN
https://www.linkedin.com/in/mikealfred/

Alpine Fox Sells 8,000 BTC for $860 Million to Stabilize Market

Generated by AI Agent Coin World

Saturday, Jul 5, 2025

Bitcoin, IREN, Markets, Mining

Mike Alfred on contrarian investing, bitcoin mining, AI, and IREN

Sep 17, 2025

Alpine Fox LP is a private investment partnership founded by Mike Alfred
FORM 13F INFORMATION TABLE

https://www.sec.gov/Archives/edgar/data/2096493/000209649325000002/xslForm13F_X02/13f_alpinefoxtest1.xml

Mike Alfred 13F Portfolio

Alpine Fox Capital LLC

https://hedgefollow.com/funds/Alpine+Fox+Capital+LLC

Q3 2025